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Financial Services

The team at Dynamite Recruitment have historically recruited for a variety of clients across the Financial Services sector for many years, however this has recently been formalised with the formation of a specific division headed by Chloe Emmerson.

Dynamite Financial Services recruits across the IFA market, Wealth Management, General Insurance, Investment and Mortgage business. Our team are extremely well connected, meaning that we are often able to connect our clients with great talent without the need for conventional advertising. We source first class candidates using a variety of tools for permanent, contract and temporary vacancies and ensure that only the most suited people meet our clients. We work hard to understand client role requirements and other necessary synergies ensuring that time spent interviewing Dynamite candidates is always a sound investment.

We cover the entire Financial Services market, UK wide. Common placements include:

  • Paraplanners
  • IFA & IFA Administration Support
  • Actuarial
  • Compliance
  • Audit
  • Mortgage Advisors
  • Fund Management
  • Credit & Risk Management
  • Wealth & Asset Management
  • Audit
  • Investment Operations
  • Claims
  • Pensions & Pensions Administration

  • Mortgage and Protection Advisor

    Mortgage and Protection Advisor Remote working across Sussex, London, Hertfordshire or Surrey £25,000 - £30,000 + Commission Employed / Self Employed Dynamite Recruitment is currently recruiting for a Protection Advisor to join one This is fantastic opportunity for an experienced Mortgage and Protection Advisor to join an expanding business that can offer a strong and competitive Commission structure, the ability to work from your own home, whilst being extremely professional, with client books ready to be worked from as well as all leads provided. Really supporting a sale's driven candidate with a great personality. Duties will include: Providing clients with advice and recommendations on mortgage and protection products Overseeing each application through to completion, working with administrators and paraplanners Ensure that all files, standards, compliance and regulatory requirements are met, in line with the rules set out by the company, ...

    Vac. Type:
    Permanent
    Location:
    Guildford, Surrey
    Salary:
    Negotiable
    Vac. Ref:
    BBBH5677_1555435052
    Read More
  • IT Adviser Officer/Financial Services

    IT Adviser Officer £25K (DOE) Full Time Position + Great Benefits! Dynamite Recruitment is currently recruiting for an IT Adviser Officer to join a busy IFA firm in West Sussex! The Role: The candidate will be responsible for supporting the Adviser Technology Manager Ensuring all policy and procedures are adhered to Take responsibility for their own performance and identify personal development areas Deliver the initial and ongoing software training when needed Maintain all training manuals Delivering software training to Office based Company staff and also Financial Advisers around the UK The Ideal Candidate: Financial Services qualifications would be beneficial Product Knowledge would be a bonus, but training will be given Excellent communication and customer service skills Knowledge of Intelligent Office a definite advantage however, training will be provided on this Excellent IT skills specifically Excel Knowledge of other Financial Servic...

    Vac. Type:
    Permanent
    Location:
    West Sussex, England
    Salary:
    Up to £25000.00 per annum
    Vac. Ref:
    BBBH5659_1554911835
    Read More
  • Trainee Adviser / Inherited Client Bank

    We are recruiting for another super opportunity that is working within a HNW IFA. We are recruiting for a Junior Adviser / Trainee Adviser This role is a truly amazing opportunity to inherit a 100% of a book of business from the current firm and then opportunities bring on new clients once you are up to speed with the processes etc. Ideally we are looking for a Junior or Trainee adviser, preferably someone that has come up via a para planning. This role to start with will consist of a mixture of advising and shadowing the Directors on client appointments, with also working on complex Paraplanning projects to bulk out the working week whilst training. The book of clients to pass over will be an orderly handover over 9 - 12 months period, you will be released more clients the following year and so on, and there is a share of the new work that comes in via recommendations from the existing client bank. We all tend to share the new clients between...

    Vac. Type:
    Permanent
    Location:
    West Sussex, England
    Salary:
    Up to £45000.00 per annum + commission
    Vac. Ref:
    BBBH5658_1554910157
    Read More
  • Financial Services Administrator

    Financial Services Admin Full time £23,000 + Benefits This role would suit a Economics or Law Graduate who is looking to pursue a career within Financial Services. Liaising with clients, insurance companies and advisers via e-mail, telephone and in person when clients visit the office Developing and building relationships with clients Preparation and submission of new business applications, including obtaining illustrations/quotations, product literature, fund/transfer values from insurance companies and chasing new business transactions ensuring they are completed smoothly and speedily Letter of Authority Review fact find and advice given Maintenance of client records using Avelo (inputting new business, updating client investments Preparation of valuations Competent use of investment platform for placing trades and managing client cash accounts Computer literate, preferably with experience of Avelo, Excel spreadsheets, platform experience Hi...

    Vac. Type:
    Permanent
    Location:
    Woking, Surrey
    Salary:
    Up to £23000.00 per annum
    Vac. Ref:
    BBBH5641_1554466790
    Read More
  • Financial Services administrator

    We are recruiting for a brilliant opportunity that has come up with one of our top clients. This is a rare opportunity as its ideal for someone who is looking to progress in the financial services sector. If you are a Graduate this may be suitable !!!! My client is a super well established IFA who is looking to expand the IFA support team. The role requires you to carry out the day to day New business function for the Advisor, The opportunity with this company is great, they are looking for someone who wants to develop and grow in the role. They offer lots of support options in respect of studying and to then progress in role as you gain the relevant experience/qualifications. The role will include covering front of house/ Reception. You need to be happy with reception work and being client facing. Some of the other duties will involve: Checking that all paper work is present Assisting with booking in client reviews Gathering provider informat...

    Vac. Type:
    Permanent
    Location:
    Waterlooville, Hampshire
    Salary:
    £19000.00 - £250000 per annum
    Vac. Ref:
    BBBH5636_1554391595
    Read More

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